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JD Audena
life’s better when it’s bold, curious, and a little chaotic | building & becoming always | in service of the future | fellow omnipotentialite and friend to @KyleHudson
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life’s better when it’s bold, curious, and a little chaotic | building & becoming always | in service of the future | fellow omnipotentialite and friend to @KyleHudson
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Nvidia in talks to guarantee ~$250B of OpenAI's lease obligations
For a 10-gigawatt Ohio facility. The guarantee excludes chips — it underwrites the customer's capacity to take delivery — and exists because OpenAI cannot obtain an investment-grade rating alone. Nvidia has disclosed partner lease guarantees since November 2025. At the top of the market capital is manufactured; at seed it is rationed by zip code.